$ARK Innovation ETF(ARKK.US)$Higher taxes n possible bank systemic risks...ok let buy the dip n BET FED is not going on 50bps hike next round...LOL. bet of the month indeed. SVB chief look alot like Biden...must b oneof the many reasons for the stock plunge. Mayb just wall street dumping to test the mettle of Powell. They are testing to see if he is real hawk or a dove disguising as a hawk all this while. And could ark's companies hold on when liquidity goes even tighter until there is almost n...
Haleon股票討論區
上市當年營收增長13.8%,營業利潤增長11.4%,淨利潤由於利息費用激增而下滑了22.2%。
2023Q1營收增長13.7%,營業利潤大幅增長34.6%,主要是營業費用增速低於營收增長的結果,利息費用增加很多,佔營業利潤的13.6%,負擔略重,淨利增長16.3%。
上市後資產負債率從23.1%大幅增長到52.7%,很不好的跡象。
2022年資產負債表顯示應收賬款比例和增速都比較健康,但是存貨增長4億達到13.5億,比例上看還算正常,增長略快。
其他應收款從23.41億大幅下滑到2.88億,不知道是好事還是壞事。
商譽83.96億,大約是淨資產的一半。
長期借款從0直接增加到98.86億,是淨資產的60%,考慮到淨資產中商譽佔比,槓桿率極高了。
2022年投資淨額88億,經營淨額只有21億,現金目前是大幅淨流出狀態。
目前市盈率29.4,可以多等幾份業績再評估。
專欄US Top Gap Ups and Downs on 4/4: EHC, HLN, NOW, XPEV and More
Gap Ups
1. $Encompass Health(EHC.US)$ - up 8.0%
2. $韓國電信(KT.US)$ - up 1.9%
3. $Haleon(HLN.US)$ - up 1.7%
4. $ServiceNow(NOW.US)$ - up 1.3%
5. $埃爾比特系統(ESLT.US)$ - up 0.8%
6. $Check Point軟件(CHKP.US)$ - up 0.4%
7. $葛蘭素史克(GSK.US)$ - up 0.4%
8. $帝亞吉歐(DEO.US)$ - u...
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專欄US Top Gap Ups and Downs on 1/10: VALE, TTM, ILMN, NVO and More
Gap Ups
1. $Oak Street Health(OSH.US)$ - down 24.4%
2. $Tata Motors(TTM.US)$ - down 2.6%
3. $淡水河谷(VALE.US)$ - up 0.6%
4. $Warner Bros Discovery(WBD.US)$ - up 0.5%
5. $argenx SE(ARGX.US)$ - up 0.3%
Gap Downs
1. $Omega Healthcare Investors(OHI.US)$ - down 2.4%
2. $Illumina(ILMN.US)$ - down 2....
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